Beam Wealth Advisors, Inc. First Tr Morningstar Dividend Put Options Transaction History

Beam Wealth Advisors, Inc.

$303 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

376

Shares Held

62.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.89M
Shares

$332 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$275 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$229 Million
0.36% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$98.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$95.6 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

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